Caroline Monney
About Caroline Monney
Caroline Monney is a financial advisor currently employed at UBS in Zurich, Switzerland, where she has worked since 2015. She has previous experience at Banque Cantonale De Fribourg, Raiffeisen Schweiz, and Domicim.
Current Position at UBS
Caroline Monney currently holds the position of Conseillère Clientèle at UBS, a role she has been in since 2015. Based in Zurich, she has accumulated nine years of experience in this position. Her responsibilities include providing personalized client services and financial advice, contributing to the overall client satisfaction and retention at UBS.
Previous Experience at Domicim
Before her tenure at UBS, Caroline Monney worked at Domicim as Courtière en Immobilier for a period of four months in 2014. This role was based in Lausanne, Vaud, Switzerland. During her time at Domicim, she focused on real estate services, assisting clients in property transactions and providing relevant market insights.
Experience at Raiffeisen Schweiz
Caroline Monney served as Conseillère Clientèle at Raiffeisen Schweiz from 2004 to 2008. Over the course of four years in St. Gallen, Saint Gallen, Switzerland, she developed her skills in client relations and financial services, which laid the groundwork for her future roles in the banking sector.
Role at Banque Cantonale De Fribourg
From 2008 to 2014, Caroline Monney worked at Banque Cantonale De Fribourg as Conseillère Clientèle Privée and Cheffe Team D.S. This six-year role in Fribourg involved managing a team and providing tailored banking solutions to private clients, enhancing her expertise in client management and team leadership.